Southern Company shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in Southern Company
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All positions including Southern Company held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 2.7k | 94.80 |
| 2024-12-31 | $233k | 2.7k | 86.42 |
| 2024-09-30 | $209k | 2.3k | 90.20 |
| 2024-06-30 | $203k | 2.6k | 77.59 |
| 2023-03-31 | $93k | 1.3k | 69.58 |
| 2022-12-31 | $84k | 1.2k | 71.41 |